Walter Yu
My Story I’ve always considered myself a numbers guy. And that’s why the first job I took was as a day trader. I sat behind a barricade of screens, hammered away at the keyboard, and made money – most of the time. My focus was on my performance: being smart enough, being quick enough, and […]
Emily Benedetto, CFP®
My Story Money always felt like a black box. I grew up hearing bits of advice about taxes, saving, giving, and credit cards, but nothing was ever clear. When I got the paycheck from my first full-time job, I remember thinking, Where did my money go? What do any of these deductions mean? I figured […]
Brent Kessel, CFP®
The reason I got into this profession: To understand why I founded Abacus, we need to travel back in time almost two decades.
Spencer Sherman, CFP®, MBA
The reason I got into this business: In 1987, I earned my MBA from Wharton and began working for a large brokerage firm in Philadelphia. It was exciting to get up each morning, stride past Independence Hall, where the Constitution was adopted, and arrive at my stately corporate office.
Gabe Brenner, CFP®
The reason I got into this profession: To understand why I founded Abacus, we need to travel back in time almost two decades.
Barbara Wolf, CFP®, MBA
The reason I got into this profession: During college, I gradually began to realize that I would be on my own financially very soon.
